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CORE simplifies and automates each process in your BGA.

One system for everyone from case managers through commission specialists and everyone in-between. 

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Insights into what you need to do today based on your role:

  • Case Management

  • Contracting

  • Commissions

  • Plan Admin

  • New Business

  • Sales

One Case - One View:

  • Case Management Workflows

  • Agent Contracting Status

  • Posted Commissions

  • Agent Communications

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Techficient's cloud-based CORE platform combines a Customer Relationship Manager (CRM) and Agency Management System (AMS). It's one system for all BGA needs and uses strict workflow controls to ensure all data is entered in completely and correctly the first time. Having pristine high-integrity data is vital to having meaningful analytics.